Geneos Wealth Management’s Capital Southwest CSWC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $42.2K | Hold |
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|
2025
Q2 | $42.5K | Sell |
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|
2025
Q1 | $86.2K | Buy |
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|
2024
Q4 | $45.6K | Hold |
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|
2024
Q3 | $52.9K | Buy |
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|
2024
Q2 | $34.7K | Buy |
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|
2024
Q1 | $15K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $86K | Sell |
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|
2021
Q4 | $101K | Sell |
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|
2021
Q3 | $126K | Buy |
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|
2021
Q2 | $81K | Buy |
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|
2021
Q1 | $66K | Hold |
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|
2020
Q4 | $59K | Buy |
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|
2020
Q3 | $5K | Buy |
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